News and Insights

Manufacturing and Supply Chain

TALON PV’s Cell Manufacturing Platform to Strengthen U.S. Solar Supply Chain

TALON PV’s establishment of a 9.6 GW domestic solar cell manufacturing capacity marks a pivotal step in securing U.S. leadership in photovoltaic technology and supply chain resilience.

June 23, 2026

Policy and Regulation

U.S. Polysilicon Trade Decision Delayed, Extending Regulatory Uncertainty for Solar Sector

The postponement of the U.S. polysilicon Section 232 trade ruling to August extends uncertainty for large-scale solar developers, affecting supply chain dynamics and project timelines.

June 22, 2026

Policy and Regulation

Restricting U.S. Wind and Solar Growth Risks $121 Billion in Energy Costs

Limiting new wind and solar projects in the U.S. threatens to increase reliance on natural gas, destabilizing power markets and driving up costs for consumers.

June 20, 2026

Grid Operations and Technology

US Energy Storage Firms FlexGen and Eos Enter European Market with Initial Contracts

US-based energy storage specialists FlexGen and Eos Energy Enterprises have secured their first European deals, marking critical steps in expanding advanced storage infrastructure on the continent.

June 20, 2026

Policy and Regulation

Utility-Scale Solar Utilizes Minimal Prime Farmland Across the U.S.

Utility-scale solar facilities occupy less than 0.07% of U.S. prime farmland, highlighting their limited land impact compared to other land uses as the 2026 farm bill nears consideration.

June 19, 2026

Policy and Regulation

Solar Generation to Surpass Coal in ERCOT in 2026

June 12, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is on track to witness a

June 19, 2026

Data Centers and AI Infrastructure

Advancing Data Center Resilience with Solid-State Transformers

Solid-state transformer technology offers a transformative solution to data center power challenges by improving efficiency, resilience, and scalability.

June 19, 2026

Policy and Regulation

The Growing Premium of Solar and Efficiency in Residential Real Estate

Recent research shows homes equipped with solar panels and heat pumps command higher market values, highlighting a gap between buyer preferences and available listing information.

June 18, 2026

Grid Operations and Technology

Wärtsilä’s Energy Storage Divestment Highlights Profitability and Synergy Challenges

Wärtsilä’s decision to divest a 50% stake in its energy storage business underscores ongoing issues of profitability and integration within the evolving energy infrastructure landscape.

June 18, 2026

Manufacturing and Supply Chain

Global Solar Manufacturing Subsidies Exceed $21 Billion Since 2010

Industrial subsidies for solar module manufacturing have surpassed $21 billion globally since 2010, with China dominating but OECD countries increasing expenditure.

June 17, 2026